Third View Private Wealth’s Baron First Principles ETF RONB Stock Holding History

Third View Private Wealth’s Portfolio RONB Stock Details RONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$259K	Sell	11,038 -602	-5%	-$14K	0.03%	245
2026 Q2	$284K	Buy	11,640 +1,292	+12%	+$30.5K	0.03%	253
2026 Q1	$237K	Buy	+10,348	New	+$249K	0.03%	250

Other funds holding RONB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

Third View Private Wealth's RONB Position: Q3 2026 in Review

Third View Private Wealth reduced its Baron First Principles ETF (RONB) stake by 5.2% in Q3 2026, selling an estimated $14K and leaving 11,038 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #245.

Third View Private Wealth first reported a position in RONB in Q1 2026 and has held it in 3 quarters since. The position peaked at $284K in Q2 2026. 44 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

Third View Private Wealth held 11,038 shares of Baron First Principles ETF worth $259K as of Q3 2026.
Third View Private Wealth sold 602 Baron First Principles ETF shares in Q3 2026, an estimated $14K.
Baron First Principles ETF made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #245 holding.
Third View Private Wealth first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 3 quarters since.
Third View Private Wealth's Baron First Principles ETF position peaked at $284K in Q2 2026.
44 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.